Documents and AI autofill
Which documents to upload, how Levr reads them to draft your application, and what you still complete by hand.
By Kaylan1 author20 articles
- How to Use AI Autofill
- Document Generator
- Can I create a deal without uploading documents first?
- How accurate is the AI autofill, and how much do I still have to complete manually?
- How do I add more documents to a deal, and can I just drag and drop?
- How do I review and accept the fields the AI pre-filled?
- I uploaded a large pile of documents and the AI is slow. How many should I upload at once?
- Can I set up custom request packs for different loan types and follow-ups?
- Does the AI check the documents I upload and flag problems?
- Does the platform read or review the documents I upload, or just store and secure them?
- If I upload a document once, does it fill in across all the lender applications?
- Is there DocuSign or built-in e-signature for signing documents inside the platform?
- What does the platform do if the business name on my documents does not match?
- Which documents should I upload first, and how many do I need for the AI to work well?
- Which file formats can clients upload, and are PDFs preferred?
- Why is my application only partially auto-filled, and what makes up the missing part?
- Which documents are required versus just suggested for a submission?
- Do lenders need the business owner's personal financials, or just the business's?
- Do I need to connect my CRA account to submit a deal?
- What is the difference between automatic, hybrid, and manual submission?